The headquarters of Cantillon Capital Management are in New York. The hedge fund was started in 2003 by William Alexander Von Mueffling, who also serves as CEO and CIO. He is credited with making profits from shorting technology stocks that average over 30% annually. Mueffling used a traditional long/short strategy when he started Cantillon Capital Management. When viewed in terms of absolute returns, his gains were not substantial. By the end of June 2009, he had made up his mind to provide investors in the Cantillon World and Cantillon Europe divisions a cash refund. The value of Cantillon Capital Management’s 13F portfolio dropped from $15.14 billion to $14.01 billion in the first quarter, with a top 10 holdings concentration of 41.82 percent. It gave the information technology sector the largest share of its portfolio—roughly 25.36 percent—of its allocation.
Insider Monkey discusses 10 stocks to buy according to William von Mueffling’s Cantillon Capital Management. The semiconductor, display, and associated industries are served by Applied Materials, Inc., which also offers software, services, and production equipment. Compared to 78 hedge funds at the end of the previous quarter, 74 hedge funds were bullish on the company’s shares at the end of the first quarter. One of the largest global REITs, American Tower Corporation has a portfolio of about 219,000 properties. In light of the Q2 results, Citi analyst Michael Rollins reduced his price objective on July 17 from $300 to $290. Andrew Jeffrey of Truist lowered his price objective for Equifax Inc. from $250 to $230 following the company’s Q2 earnings beat and updated FY22 projection. He did, though, reaffirm his Buy rating for the stock. For more details, click 10 Stocks To Buy According To William Von Mueffling’s Cantillon Capital Management.